Schedule a meeting
Create, find, edit, and delete meetings, and link them to opportunities.
Last updated September 20, 2026
Schedule a meeting
- Open Meetings in the sidebar and click Schedule Meeting. You can also use Schedule Meeting under Quick Actions on the Dashboard.
- Enter the Meeting Title and Start Time. Both are required.
- Optionally set End Time, Duration (minutes), Location, a Meeting Link for virtual meetings, and a Related Opportunity.
- Click Schedule Meeting. You are taken to the new meeting's page.
- On the meeting page, add the people attending. See Manage meeting attendees.
The End Time must be after the Start Time. Attendees are added from the meeting page after the meeting is created, not in the scheduling form.
The meetings list
Meetings are shown as a list, newest start time first. Future meetings carry an Upcoming badge. The columns are Meeting Title, Date, Time, Duration, Attendees, Opportunity, and Location. When a meeting has a meeting link, the Location column shows a Virtual link that opens it.
| Card | Meaning |
|---|---|
| Total Meetings | All meetings, past and future. |
| Upcoming | Meetings that start in the future. |
| This Week | Meetings in the current week. |
| Past Meetings | Meetings that have already started. |
Use Search Meetings to find a meeting by its title. The summary cards update to reflect your search.
Edit or delete a meeting
Open the meeting and click Edit to change the title, times, duration, location, meeting link, or related opportunity, then click Save Changes. To remove it, click Delete and then Delete Meeting.
Deleting a meeting also deletes its attendee list and all of its notes. This cannot be undone.